RFG Advisory
CDE icon

RFG Advisory’s Coeur Mining CDE Stock Holding History

RFG Advisory’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.18M Sell
67,101
-3,817
-5% -$69.3K 0.02% 540
2026
Q2 		$1.16M Buy
70,918
+3,005
+4% +$54.8K 0.02% 524
2026
Q1 		$1.27M Buy
67,913
+52,571
+343% +$1.14M 0.02% 474
2025
Q4 		$274K Sell
15,342
-93,505
-86% -$1.63M 0.01% 866
2025
Q3 		$2.04M Buy
+108,847
New +$1.33M 0.04% 313

Other funds holding CDE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

RFG Advisory's CDE Position: Q3 2026 in Review

RFG Advisory reduced its Coeur Mining (CDE) stake by 5.4% in Q3 2026, selling an estimated $69.3K and leaving 67,101 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #540.

RFG Advisory first reported a position in CDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2025. 278 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • RFG Advisory held 67,101 shares of Coeur Mining worth $1.18M as of Q3 2026.
  • RFG Advisory sold 3,817 Coeur Mining shares in Q3 2026, an estimated $69.3K.
  • Coeur Mining made up 0.02% of RFG Advisory's portfolio in Q3 2026, its #540 holding.
  • RFG Advisory first reported a position in Coeur Mining in Q3 2025 and has held it in 5 quarters since.
  • RFG Advisory's Coeur Mining position peaked at $2.04M in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.